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ROI Financial Advisors’s American Superconductor AMSC Stock Holding History

ROI Financial Advisors’s Portfolio AMSC Stock Details AMSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$533K Buy
12,842
+2,111
+20% +$95.4K 0.28% 49
2026
Q1 		$363K Buy
10,731
+598
+6% +$18.9K 0.22% 52
2025
Q4 		$292K Buy
10,133
+714
+8% +$30.9K 0.17% 57
2025
Q3 		$559K Buy
9,419
+2,298
+32% +$115K 0.33% 45
2025
Q2 		$261K Buy
+7,121
New +$175K 0.17% 59

Other funds holding AMSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

ROI Financial Advisors's AMSC Position: Q2 2026 in Review

ROI Financial Advisors increased its American Superconductor (AMSC) stake by 20% in Q2 2026, buying an estimated $95.4K and bringing the position to 12,842 shares worth $533K. The position accounts for 0.28% of the portfolio, ranked #49.

ROI Financial Advisors first reported a position in AMSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $559K in Q3 2025. 278 funds tracked by Wall St. Rank hold AMSC as of Q2 2026.

  • ROI Financial Advisors held 12,842 shares of American Superconductor worth $533K as of Q2 2026.
  • ROI Financial Advisors bought 2,111 American Superconductor shares in Q2 2026, an estimated $95.4K.
  • American Superconductor made up 0.28% of ROI Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • ROI Financial Advisors first reported a position in American Superconductor in Q2 2025 and has held it in 5 quarters since.
  • ROI Financial Advisors's American Superconductor position peaked at $559K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held American Superconductor as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.